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Why CRM is the core of your business

Redtail's Rick Williamson says that your CRM is essential for a good advisory business. What is Redtail doing to enhance its platform?

More: Fearless Investing Summit 2019

What does it mean to work in the best interest of clients?

What does it mean to work in the best interest of clients?

Why CRM is the core of your business

Why CRM is the core of your business

Taking a quantifiable, objective approach to regulation

Taking a quantifiable, objective approach to regulation

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